Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.708 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 52186.51 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 48046.24 Kr¶
PnL: ---------------------------------------> -885.76 Kr¶
DD now: ---------------------------------> -1.758 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-14 14:49:50.855773'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Nederman Holding | 11 | -0.470000 | 2343.000000 | 154.000000 | 7.040000 | 2189.000000 |
| BHG Group | 49 | 5.890000 | 695.800000 | 56.800000 | 8.890000 | 638.999984 |
| Embracer Group B | 26 | 2.660000 | 692.510000 | 30.510000 | 4.610000 | 661.999988 |
| Biotage | 4 | 0.710000 | 628.400000 | 25.400000 | 4.210000 | 603.000000 |
| Xvivo Perfusion | 3 | -1.360000 | 870.000000 | 25.000000 | 2.960000 | 845.000001 |
| Vitrolife | 3 | 1.390000 | 702.000000 | 25.000000 | 3.690000 | 677.000001 |
| Eastnine | 6 | 0.350000 | 680.400000 | 23.400000 | 3.560000 | 657.000000 |
| Svolder B | 35 | 0.240000 | 2198.000000 | 19.000000 | 0.870000 | 2179.000005 |
| Addtech B | 3 | 0.500000 | 718.800000 | 18.800000 | 2.690000 | 699.999999 |
| Fortnox | 10 | 0.580000 | 680.300000 | 12.300000 | 1.840000 | 668.000000 |
| SynAct Pharma | 9 | -0.140000 | 657.000000 | 12.000000 | 1.860000 | 645.000003 |
| Humana | 40 | 3.380000 | 684.800000 | 10.800000 | 1.600000 | 674.000000 |
| NCC B | 7 | 0.910000 | 662.550000 | 8.550000 | 1.310000 | 653.999997 |
| Indutrade | 5 | -0.450000 | 1322.500000 | 2.500000 | 0.190000 | 1320.000000 |
| SCA A | 4 | 2.040000 | 600.000000 | 1.000000 | 0.170000 | 599.000000 |
| Latour B | 2 | -0.490000 | 449.800000 | 0.800000 | 0.180000 | 449.000000 |
| Addnode Group B | 6 | -1.180000 | 751.200000 | -0.800000 | -0.110000 | 751.999998 |
| Volati | 5 | -0.170000 | 572.000000 | -2.000000 | -0.350000 | 574.000000 |
| Nolato B | 12 | -0.740000 | 642.600000 | -5.400000 | -0.830000 | 648.000000 |
| NCC A | 6 | -1.800000 | 589.200000 | -9.800000 | -1.640000 | 598.999998 |
| Sampo Oyj SDB | 1 | -0.700000 | 495.000000 | -10.000000 | -1.980000 | 505.000000 |
| Sdiptech B | 3 | -1.530000 | 811.800000 | -10.200000 | -1.240000 | 822.000000 |
| Investor B | 3 | -0.300000 | 646.800000 | -11.200000 | -1.700000 | 657.999999 |
| BONESUPPORT HOLDING | 10 | -0.250000 | 1207.000000 | -17.000000 | -1.390000 | 1224.000000 |
| Profoto Holding | 7 | -3.380000 | 560.000000 | -22.000000 | -3.780000 | 581.999999 |
| Ambea | 68 | 1.600000 | 2505.120000 | -31.880000 | -1.260000 | 2537.000032 |
| Lime Technologies | 2 | -3.950000 | 560.000000 | -33.000000 | -5.560000 | 593.000000 |
| Gaming Innovation Group | 161 | 0.190000 | 4153.800000 | -34.200000 | -0.820000 | 4187.999942 |
| Lundin Gold | 7 | -0.460000 | 912.800000 | -61.200000 | -6.280000 | 973.999999 |
| Creades A | 7 | -0.320000 | 547.050000 | -63.950000 | -10.470000 | 610.999998 |
| Balco Group | 39 | -0.430000 | 1792.050000 | -82.950000 | -4.420000 | 1874.999997 |
| Investor A | 16 | -0.370000 | 3452.800000 | -92.200000 | -2.600000 | 3545.000000 |
| Sedana Medical | 135 | 1.440000 | 4193.100000 | -137.900000 | -3.180000 | 4330.999935 |
| New Wave B | 40 | 0.340000 | 3772.800000 | -143.200000 | -3.660000 | 3916.000000 |
| Wästbygg Gruppen B | 80 | -0.600000 | 2672.000000 | -199.000000 | -6.930000 | 2871.000000 |
| Bactiguard Holding B | 37 | 1.290000 | 2608.500000 | -358.500000 | -12.080000 | 2966.999993 |
| TOTAL | 48031.480000 | -900.520000 | -1.78576% | 48931.999868 |
Updated:¶
'2023-06-14 14:49:29.032944'
None
Last optimization/rebalancing:¶
'2023-05-05'
Next optimization/rebalancing:¶
'2023-06-15'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
